International Private Bank - Client Service - Associate
On-site · Hong Kong, Hong Kong
Job Summary
International Private Bank – Client Service Associate will act as the primary contact with external clients and integrated teams for day-to-day account administration and servicing. Provide proactive personalized service on transaction processing (deposits, loans, asset transfers, cash products, cash flow management, corporate actions, servicing inquiries, and investigation handling). Assist with account maintenance requests (change of contact details, company/account structure updates, KYC updates) and ensure documentation aligns with bank standards. Proactively reach out to clients for digital adoption and support bankers in executing credit facilities, handling ad-hoc requests, troubleshooting, and driving remediation/campaigns as required. Requires a Bachelor’s degree, 6 years of client service/relationship management experience in private or retail banking, knowledge of private banking products and related operational processes, strong banking controls sensitivity, excellent English/Cantonese/Mandarin communication, client-facing problem-solving abilities, and proficiency with Outlook, Excel, Adobe Acrobat, and related tools; HKMA certifications (types 1, 4, 9) are essential or to be obtained within 4 months.
Required Qualifications
- Bachelor’s degree in any discipline
- 6 years of Client Service / Relationship Management experience from Private Bank or Retail Banking
- Basic working knowledge of Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products
- High sensitivity to Banking Control Standards particularly those related to money transfers, securities transfer, credit, and any other transactional services
- Good interpersonal skills on servicing and ability to maintain and deepen relationships
- Strong oral and written communication skills in English, Cantonese and Mandarin; ability to support Chinese or English spoken clients in China and Hong Kong
- Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
- Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat, and other information sources
- HKMA type 1, 4, 9 certified are essential for performing the duties associated with this role and ensuring compliance with regulatory standards or fulfill the license requirement within 4 months upon employment
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